top of page
Search
  • Writer's pictureAndrew Burns

March 2021: Here Comes The Sun


Here Comes The Sun - March 2021
.pdf
Download PDF • 381KB

This newsletter contains our annual review of the crazy year that was 2020. In this edition, I:

1. Review the performance of my own investment portfolio, channeling Charlie Munger by focusing on my mistakes first

2. Make an argument for holding on to investments in great companies, even when valuations get stretched

3. Nominate SPAC for "four-letter-word" (hint: it's not a compliment) of the year

As always, I look forward to hearing your thoughts, comments, and criticisms!

0 comments

Recent Posts

See All

Berkshire Hathaway 2024 Annual Meeting Summary

“[What we do] is such a simple approach that it’s almost deceptive.” – Warren Buffett I had the great pleasure of attending the Berkshire Hathaway annual meeting in Omaha, Nebraska this past weekend.

2023 Year-End Review: Five Years

After rate-hike upheaval in 2022, markets in 2023 offered a nice rebound. The year also contained the five-year anniversary of Conover, a welcome opportunity for reflection. In this letter, I: 1. Revi

2023 Mid-Year Review: Almost Never

After rate-hike upheaval in 2022, the beginning of 2023 has felt like the first semi-normal year in markets since the COVID crash of 2020. In this letter, I: 1. Am reminded why I don't short stocks 2

Comments


bottom of page